Your Sales Approval Process Needs Workflow Automation – This is Why

sales workflow automation process

Key takeaways

  • Sales approval processes are often bombarded with unexpected bottlenecks at different stages such as lead qualification, discount approvals, and invoice generation wasting the productive time of salespeople leading to missed opportunities.
  • Workflow automation can improve lead management, manage discounts, and assign invoice approvals.
  • Workflow automation benefits sales approval in the following ways – consistency, improved accuracy, reduced time spent on approvals, and boosts employee productivity.

Table of Contents

The sales team is the lifeblood of any organization as they focus on bringing revenue and growth to the organization. However, their effectiveness can be affected by inefficient approval processes and delayed decision-making.

Having an established sales workflow that meticulously outlines the sequence of activities within the sales funnel can be beneficial. Since sales teams typically engage in repetitive tasks to qualify leads automating the tasks can improve the performance of your sales team. This is why it is essential to empower your sales team to automate crucial activities of sales workflow to build relationships, negotiate deals better, and ultimately close more deals.

sales approval process workflow automation

1. How to do better lead management with workflow?

Leads are too many, be they paid leads, organic, or those generated through marketing campaigns. When the sales team finds themselves slammed in every direction by those numbers, a workflow can help to better lead management.

By segregating these leads based on sources, their genuine level, or those that are manually verified by a pre-sales team, it is easier to focus on what matters the most than waste time on everything that drops in their inbox or in the lead repository.

2. How to manage discounts with workflow?

Can your sales team make quick decisions when offering more discounts beyond a specified number?

Actually, they should be able to do that in order to attract more customers. However, such a step requires prior approval from team leaders, managers, and sometimes even the CEO in case of bulk orders.

sales discount process

 

Try this template ↑

When a workflow is implemented in sales discount, conditional steps can be specified which will automatically bring the manager or TL inside the loop when their approval becomes mandatory for an increased discount for specific customers.

3. How to manage invoices with workflow?

There are so many important bills and files handled in an office on a daily basis. Out of the lot, invoices are the biggest of them all because even a small typo could lead to a huge loss or a brand’s integrity lost among clients.

When these invoices are being sent out, a workflow will make it easier to assign the people who should be approving it after thoroughly checking the details. The sales approval process ends when the invoice is generated and it should be carried out in a professional manner.

The automated invoice workflow ensures there are no errors, approvals are done on time and vendors are happy.

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The Power of Workflow in Your Sales Approval Process

Consistency – Automated workflows improve consistency and ensure the processes are carried out in a streamlined manner

Improved Accuracy – The accuracy level of invoices, sales requests, and discounts offered will be on par with the company standards as they are reviewed by multiple decision-makers

Saves Time and Removes Bottlenecks – A lot of time spent in the manager or authorized personnel approval is saved which also removes bottlenecks and allows the sales team to focus on new leads

Sales Approval Process with Workflow Automation Software

Cflow is a flowchart-based workflow automation software and introducing it in your Sales approval process can bring about the desired change. The drag-and-drop interface allows every salesperson to easily use it while they no longer have to manually ping managers for approvals.

All the mitigations and arguments that internally take place will be moved to a streamlined platform where they can send sales requests back and forth until it reaches a completed form. Cflow acts as a powerful intermediate platform to help manage your leads, invoices, and other requests ensuring better workflow management.

What should you do next?

Thanks for reading till the end. Here are 3 ways we can help you automate your business:

Do better workflow automation with Cflow

Create workflows with multiple steps, parallel reviewals. auto approvals, public forms, etc. to save time and cost.

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